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Cross DockIf a Debtor has the Delivery to "My Buying Group" then they are a Cross Dock Customer ( the buying group picks up the stock, takes it to a DC and then delivers it to the store) Charge ThroughIf a Debtor has Delivery by your company + invoice to my buying group - then they are a Charge through customer. They will be charged using the buying group price list. Goods not sent using the default delivery methodNote: The debtor that gets invoiced may be different if you do not send the goods to the default delivery method. The Invoice will still go to the buying group - but will be sent to a different entity for the buying group - see Buying Group Definition |
Buying Group Definition
A buying group is a debtor in the system
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The buying group may be the delivery address - If if there are multiple addresses on the buying group debtor then the system looks for the one flagged as the DC.
To make a debtor a member of a buying Group
Any Debtor may be a member of a buying group
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Note that if the Debtor is the owner or alternate of a buying group the field will not be selectable
If the Buying Group delivers the goods to store by default
ie if goods are delivered to the Buying Group DC and they deliver to the store (can be over-ridden on the sales order)
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Key information that is commonly required is on the main screen area.
Customer Addresses
The company card will have an address - if no other address is found then this is used on sales orders
When the company has departments setup (eg Dairy, Drygoods etc) then an address may be the default for a department
If the customer has addresses at the debtor level - then these will be available options on the sales order using priority if defined
The number of days delivery on the address is the default number of days from XWarehouse date to customer receipt to go on the sales order
Persons who can login on behalf of a company
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Configurations available:
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Email template for Invoices:
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Setup the addresses and determine if they are an office or a delivery address
Detailed information is the concertina
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A Rating - used only for scarce stock allocation
Invoicing Rules
Invoice : who pays my invoice
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- Secure Features#IsEDImanager can update
- EDI code
- Secure Features#CanMaintainCreditHold can update
- Manual Credit Hold - stop supply checkbox
- Never Credit Hold checkbox
- Never Charge Freight checkbox
- Secure Features#CanMaintainDebtorTerms can update
- Terms Days
- Term Type
- Invoice Discount
- Buying Group
- Invoice Entity
- Vendor Code
- Bank Account Number
- Bank Branch
- Bank Transaction Identifier
- Account Name
- Commission Rate
- Statement Frequency
- Auto email Invoice
- Secure Features#IsSalesManager
- Price List
- Sequence Number
- Exclude Sales from Raw Data
- Standard Profile
- Secure Features#CanMaintainDebtorSalesRep
- Sales Rep
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